Retention & Engagement Automation

Client retention is one of the most critical factors in the success of a brokerage. TradeCore’s Retention & Engagement Automation ensures that traders remain active, engaged, and loyal by delivering personalized communication, timely re-engagement campaigns, and targeted incentives.
With built-in automation tools, you can proactively address inactivity, encourage higher trading volumes, and reward client loyalty, all while reducing the need for manual follow-ups.

Key Capabilities:

Behavior-Based Client Engagement

Automate outreach based on trading activity, deposit frequency, and account status, ensuring timely interactions with clients who need attention.

Automated Re-Engagement Campaigns

Set up trigger-based notifications, emails, or SMS messages for clients who become inactive, helping you to recover lost clients.

Personalized Client Journeys

Customize onboarding sequences, deposit reminders, and loyalty incentives to keep traders engaged throughout their lifecycles.

Multi-Channel Communication

Engage clients via email, SMS, in-app notifications, or WhatsApp, ensuring effective communication through preferred channels.

Retention & Loyalty Programs

Reward high-value traders with custom incentives, tiered loyalty rewards, and exclusive account benefits.

Event-Driven Marketing

Trigger campaigns based on specific actions, such as balance drops, milestone trades, or inactivity periods, ensuring outreach is relevant and well-timed.

Segmentation & Targeting

Create custom client groups based on behavior, risk profile, or trading style to deliver highly relevant promotions and educational content.

Integration with IB & Affiliate Programs

Align retention efforts with partner strategies, allowing IBs to benefit from targeted engagement tools to increase trader lifetime value.

TradeCore’s Retention & Engagement Automation helps brokers increase trader lifetime value, reduce churn rates, and maintain strong client relationships without relying on constant manual effort. By ensuring that clients receive the right message at the right time, brokers can enhance user experience, improve trading activity, and build long-term trust with their traders.